HomeMy WebLinkAboutOC1970-0248 - ESTATE OF LOFFERT---------------~--_.~.,..,.~~~-----
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Q!nmmnuwra1t4 nf 'ruunyluauia.t .8.8:
lIan4iugtnu Q!nunty.~
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
j
Russell Marino
on the 13th.day of March A.D.19 7.0 'before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
late of
,Ida P.Loffert
McDonald Borough in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
EmersonN.Loffert
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Emerson N.Loffert
committing unto'Her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Her
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
..,
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 13th.
day of March in the year of our Lord one thousand
nine hundred and Seventy
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,Pl or :..",),~;.LAST WILL AND TESTAHENT'
'.
~;I ..~•.~;~..
I,Ida P.Loffert,of the Borough of McDonald,county of
,....".''-~
Washington and State of Pennsylvania,being of sound mind and
memory,,do hereby make,publish and declar,e this to be my Last
Will and Testament ,'hereby revoking all other or former Wills or
Codicils by me at anytime made.·
First:.:.'Itorder and direct the payment of all my just
debts and funeral expenses as soon as ,practicable after my
decease.
Second:I give and bequeath my three stone diamond
ring to my daughter,Vana Loffert Lamb.
",..-.."\Third:'~.~,.-':..::r give 'and bequeath my orne stone diamond ring
to.my daughter-in~law,Loretta Loffert.
.~{,
-.....
Fourth:I order and direct my executors hereinafter
named to have a head stone erected at my grave similar to the
one now on the grave of my late husband,Henry N.Loffert.
Fifth:.I'give,devise and bequeath all the rest,
-residue and remainder of my property and estate,real,p~rsonal
and mixed,wheresoe~er situate,.of which I may.die seized or
possessed,or over which I may have testamentary control,or to
which I may be in any way entitled,of whatsoever the same may
consist,to my children,Emerson N.Loffert and Vana Loffert
Lamb,each share and share alike.
,
It
Sixth:I authorize and empower my eXdcutors,herein-
after named,to sell and·disposeof all,or any part,of the
real estate of which I may die seized,or possessed,at public
or priiiate sale,'at .such times and'on such terms and conditions
t
above-named testatrix,as and.for her Last will and Testament,
succession
hand and seal,
I hereby designate and appoint my son,
~~EREOF,I have hereunto set my
J.???!day
d..fo t{day of July ,1966,the foregoingOnthis'
Seventh:
IN WITNESS
Address--+-""'---"-"':~-~r---f---
as they shall deem proper,and tc execute,,~cknowledgeanf;
or similar taxes shall be paid out of my residuary estate.
therefor.I direct that all transfer,inheritance,
in the presence of witnesses,this
Name Address-r---+~'--""'-"---'----~-r-
deliver all proper writings,deeds of conveyance and transfers
Name
upon,at her request,in her presence and in the presence of
o'f this my Last Will and Testament •
,_..-.._~--_.-.-~-_..'",--".----..--...._.---i
IJIl
1ItfEmersonN.Loffert and Vana Loffert Lamb,my daughter,executors;
i-1j'
IofJuly,1966.t
I
fIt
I•!J.nstrumen~
l,
was signed,sealed,published and declared by Ida P.Loffert,the
I
finourpresenceandinthepresenceofeaChofus,and we there-i
IIIj
I
-each other,have hereunto subscribed our names as witnesses.
=
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Affibunit (@f 1£xrrut6i @r Abmtuistrutnr
j
~tate nf 'euusyluauia }
<1!nuuty nf lIas4iugtnu sa:
Personally before me,the undersigned authority,a NQt.a_t:Y-..fublic._...in and for said
County and State,appeared ~~~~.~9.n ~~_..~9.fJ~~_t ..__,__.__._.who,being duly
sworn according to law,deposes and'says that he is the executor or administrator of the es-
tate of __Jg..~~_!'__.LQf.f~X'.t.__.__ .deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of .Ida.__P_...Lo.ff.ert...__..,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
~~each item of real and personal 'estate in the foregoing schedules are determined and stated by the
n :2 undersigned to be the fair value of said items as of the date of the decedent's death,based upon a~~just appraisement of each item made by the;zabo named Executor Administrator..~~~~/~~~g ~Sworn and subscribed before me this t!.}c 71 -LJ../A .
Z:z z m d.f May'~70 ~~.A.·:FIT~'!.~W .~~5~~aY/J /:..":""R.........Executor
~~~~~lS.......Emerson N.Loffert
VlO~O~~g ~ADDITIONAL INSTRUCTIONS?'l~::t::s1~~1.An inven"'tory must be filed within three months after appointment of personal representative.
l=?2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
fi 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies arid 2 RCRI-33,
.Over $10;000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding ,Copy of Will and copy of Federal Estate Tax Return.
. 'REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
3Juueutnry aur.1\pprataemeut .of the goods and chattels,rights and,credits'which
were of J..4.~~.~~~;~.~.~.~late of .~~.~.().Il.~.~.4 ~g~~~g~..
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
7,500 '00
-J .,-'..~--';I'"'..~
3001 00'
l25t-99-,95 00,
$
PERSONAL PROPERTY:
One lot of household furniture
O~e,t~r~e~st~ned di~n~ri~g .
~n~,~ne~stone4 ~iamond r~ng
REAL,'PROPERTY:-.
)ALL t~a~~erta'in 0 t~act 9r )lot of grou~d ~ituat~:in the
Bor~ugh)of McD~nald,Was~;ng;<?n~.·~P~.~b~~ng lo~nun,lbers lTZ
and 178 in a plan of lots lai~out)by ~rs.Fr~ncis·A.O~Hara,
I said pl~n being recor~~d in'the_Reco~der's,,qffice of Wa'f?h-1 ,;)
I ing~on CC?,Pa.i9 Deed'Book 4tpg.43~,~asfcnl:ows:),..'
.~EGINNING ~t a.pi9 at th~corner <?f lo~~o.176.in ~he
said_plan,.on the Southwe~terly side ~f East LincolIl Ave'!;
thence,in ·a Southerly·dire~tion,along)t~e','div~ding'line be-
tween lo~s ,Nos •.1?6 ,nd,171 a d,istance of'-l~O.O\ft.~o .~,pin:.:,
on ~he.l~neof Barr St.in s~id Plan;the~ce.in an Easterly
~itecti~n,along said Ba~r .St~,a ~istance o~s.q.O ft.to a piI .atth~.c?rrier.of lotN9!17~;th~nce ~n a ~ort~er~Y'directionJ ~:
along the divl.ding line betweenJlots Nos.178 and l79,a
-dista~ce.of 120.0.~t.~o •pi~~ri line 'of'East~~ncoln'Aye.;
t~enceJin,a westerly ,direc:tion,alqng'the ~ine.'o(,ast~_
L:tnc~ln A,:e""a di~tanc~,of 50.~l ft!to the pin'at the ,pla~~".~
of beginn1.ng;,'..r...~...-.....:>..).-_BEING the s~e p~op~r~Y'wh~ch Casemir_Ro~her,et.~x,by
deed dated January 27,1947','-recorded in the Rec:;order's ,
Office ofWash~ngton Cd.~~a.,i~~~.B.,V .'-?~2,PS·.~2~Jirant:e~
and Jconveyed to Henry N.Loffert and Ida P.Loffert,his wife,
the said lIenry N.Loffert,died ."March 16;1957;'whence title~'
devolved upon IdaP.Loffert,decedent'herein,as'surviving .~c -)
tenant by the entireties..
,-ALL that certain lot·of'ground-situate in ,~the Borough
of McDonald,Washington Co;~Pa.',as:follows:.:.
BEGINNING at a ~poirit on the Vlest side'of Araliella:St~,
at tHe dividing line beiween Lots Nos.383 and 384;thence in
-..-';\.--....--.,.~-
a ~ester~y direction,at right -~ngles to:·the '$~id l:f,.ne 'of
.CONPINUED ON BACK,-):
..
..CONTINUATION
Arabella St.and along the dividing line of Lots Nos.383
and 384,a distance of 120.0 ft.to the Eastern line of Washington
St.;~1)ence a~ongt~e~E~s~~rn_li~eof W,shipgto~St.•,in a Northerly
direction,a dlstance ofS-O.O ft.to a point on the"dividing line
of Lots ~os .381 arid ,382;thence)in an>Easterly dlrection',and at
right angles.to'·a line~-of the'said Vlashingtori S-t:.,a dis'tance of
120.0 ft~to~the~estern'line~of Arabella'St.;thence along XI the said
siaJi Arabella St:.,lri 'a····southerly,Ctirect-ion,a:'cUstance:of 50.0 ft~to
the~place ~f 'begirihing':;,.,~",I
.M)',BEING 'i:ne1:lots'numbered)382 :800"383('in:'the'F.A.O'Hara Addition
to the:'Borough 6£'McDonald~which'plan Is recordea'in the·iteaRec<?rder~s Off~ce.~f ·"!.~~\ii~~~~ri CC?lP~'.,~n)p..~.4!V.l!t,pgs,~50~nd 51;
..~BEtNG ~~~,:same Pt()pe~;y,.wh~~~·C~~l~e Mar~~~Ro~h~r ,by deed
dated J~nuary,1~',1945,~ecorded.~n the:'Rec;()r.d~~t s'Qf~ice)of Washington
Co~,Pa.LnD.~.V~687,pg.108,grantedand conveyed to Henry N.Loffert
'arid'lId~'P~Loffert;thesaid Henry N.Loffert diedMarvh 16;l1957,whence
tiele:devolvea upon Ida P~Loffert~decedent'berein~as 'surviving~'.-.'..._-,}'".'--'.b~harit by the"entireties;erected thereon a:2-story'double fr.hse.$4,500'.00
~.'~'.ALL th~~:_c~rta~~:fot ~f grol1I.l4 sit~~te:in,'~he )~o~ough:of
Mcn()nal~~Washingt~~.Co.,P~~"beins'LC!t No.91,~in.geneI'al.p1~n)of
lots laid out oy John N~McDoQa1d;as an addition to the'toWn of
._",,~_._'r'';),'">..-...•:>I •. .•t~.-lit •.....l - ,1McDonald,bounded and described as follows:'.'~
I -FRONTING ·~i~ty (56)·..f~et ot!'th~'Ea~t sid~'of ~tation .St.,and
extending'back a·distance-of 14Q;feet ,preserving ·the'same·width toa"~~fr~y ~~9»f~ot:~11ey:,bo~~ded:_on~he North)y',Lot ~~?,~2-and on
the S~U~~'DY'~otr-No~9q,as ~ho~,in said pl~n;")~r~~t~~'~hereonis '
~.dc;>uble;-,fr~~,dW~~lin~ea~h c:ortt~ining f:l:~et;ooms,,'and bath.
_'BEING ~~e·sam~.prope~~ywhich·,Elma D~scut~er ~emon,~t vir,
.et·al~"by .d~ed.d~ted··March..,2!,1944,reco;'Q~d in "~he"~~ecor4~:t;'s
Office of "W~~hingto~~~~~~a~in D.~~V.~?6~pg.60~~g~ante~.a~~.conveyed
to'Henry )N.tof~ert.~nd'Id~,p~~of~er~~his wife;t,he.saicl.H~~rY N.
LO.f.f.er.t.d.ied.:March 16,1957,wnEmce'title'devolved upon ·Ida.P.Loffert,
dec~~ent _~~~ein,.as ,surv~ving tenant by the entireties.See also ~~.
1 D~B~V.676iPg~~11;D.B~V·.6?~,pg.6l2;and D.B.V.676,pg.6l3...i 8,500.0.0
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UQ.lCUs::s::~~oo.o~Q.I-'J~Cll-'J .....0<...,
$21,020.00
~~~~
,
TOTAL OF INVENTORy ....._····
euc;:~,,:,,[[,ti'~'GI~'of,\,",..,t.~"""<11 I~
RfGISTEH or:WILLS
WA'S'HiNGTON CO .•PA.
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1'7D HAY 2?rf1.1 55
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountan't being duly sworn according to law,deposes and says that the above account
as stated is true'and correC'tas J:l~_verily believe,
---~'-~"./~~
Sworn and 5ubscril;>ed before me this__.....~_....
(J).-;.,-/
day of ~Y:~~_19..]0 .~~~.:L
.~.([_.7!!~..-!!~.~.__~Emerson N.Loffe~~"-'
SANDRA L STEWART,NOTARY PUBliC
McDONALD BOROUGH
WASHINGTON COUNTY
MY COMMISSIGN EXPIRES FEB.28,1972
Warshington County,ss:'I do certify that I have given leg'al notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No ,h.3.'2.1.l:::I _.._.
Witness my hand and official 'seal this.lE..'.......
day Of--~---------C\MW;;;;;?L.(X~..~--_----..
Register of Wills
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T:'.e"G
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF IDA P.LOFFERT
NO.63-70-248
FIRST AND FINAL ACCOUNT OF EMERSON N.LOFFERT,EXECUTOR
November 23,1970
As per Inventory and Appraisement filed,
INCOME RECEIVED
Rent income received March,1970 through November,1970,
as follows:
Received from property at 133 Arabella Street,.
McDonald,Pennsylvania,
Received from property at 316 &318 Lincoln Avenue,
McDonald,Pennsylvania,
Received £rom property at 216 &218 Station Street,
McDonald,Pennsylvania,
Accountant takes credit out of the assets of the
estate as follows:
405 OC
900 OC
1 t 005 O(
$21,020 00
$23.330 00
ADMINISTRATION EXPENSES
1970
March 13 Russell Marino,Register of Wills
Letters Testamentary $11 ~OMarch13GuyRogers
Trip to McDonald 15 POMarch13WashingtonCountyReports
Advertising Letters Testamentary 14 100March1969realestatetaxes-county,school
and borough,on all of decedent's
property situate in McDonald Borough 588 108AprilFebruary,March and April utilit:fJ.es on
decedent's property 161 ~l
April 2 Carnegie Wall Paper and Paint
Supplies for property situate at
218 Station Street 92 ~8April7FrankKraeer
Repair work done on property situate
at 218 Station Street 18 POApril6TheRecord"Out100k
Advertising Letters Testamentary 8 r>0
April 24 Louis Kreikemeyer
Hauling gar1?age away from 131 Arabe1lc
POStreet,McDonald,Pa.15
April 30 Lester Lee
Hanging~1l paper at 218 Station St.75 pO
May 14 John vlilliams
Cleaning carpets at 218 Station St<!l 42 ~7
'.
~l-
_._------------
·'.I
ESTATE OF IDA p:8"LOFFERT,DECEASED
1970
May 18 Sandra L.Stewart,Notary Public
Three notary fees $3 0
May 25 Russell Marino,Register of Wills
Filing Inventory and balance due on
Letters Testamentary 15 0
June 13 K-Mart
Comode and lead for 131 Arabella St.31
July 9 Hi-View Lumber
Supplies 47
July Utilities on decedent's property 44
July 22 Sears Roebuck
New boiler for 318 Lincoln Avenue 825 0
July 28 Malcolm Morgan,Tax Collector
1970 County Tax 110 8
I September 22 H.Derbyshire,Tax Collector
1970 Borough Tax 542 0
October 1 Emerson N.Loffert
Payment for pSERaxR purchase of second
hand bathroom sink and kitchen sink 70 0
October 8 Leopold Supply
Laundry tub for 131 Arabella Street 15 9
November 2 Desmet Lumber
Supplies for 131 Arabella Street 128 1
November 2 Frank Kraeer
Repair work done on 131 Arabella St.108 0
November 20 Sears Roebuck
New furnace for 131 Arabella Street 635 0
November Sandra L.Stewart,Notary Public
Two notary fees 2 0
December Russell Marino,Register of Wills
Filing Account 17 0
December Joseph C.Ralston,Esq..
Attorney's fee 1 166 0 $4,803 64
PREFERRED D'EBTS
1970
March 3 Rev.Winsheimer
Honorarium 10 0
Feb,,17 to Nursing care for decedent (reimburse"
April 21 ment to Emerson N.Loffert)582 0
March 4 Dr.James Hughey
Medical bill 34 0
April 3 Rogers Funeral Home
Funeral expense 1,495 0
April 3 Robinson Run Cemetery
.Opening grave 75 0April4KurtzMonumentCompanyGravestone1250 $2,321 00
-2-
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,..~\
•I,....,!••.
ESTATE OF IDA P~LOFFERT,DECEASED
I
OTHER TAXES
1970
April 29 Russell Marino,Agent
Inheritance Tax paid on account of
Pittsburgh National Bank joint
account •$273 ~8April29RussellMarino,Agent
Inheritance Tax paid on account of
Union National Bank joint account 174 ~6April29RussellMarino,Agent
Inheritance Tax paid on account of
Lincoln Savings Trust Account 497 b8 $945 52
I Total credits claimed by Accountant,$8.070 16
Balance for distribution,$15.259 84
I
I
-3-
to before me
19~
"',/'"
EXECUTOR'S NOTICE
Estate of Ida P.Loffert,deceased,
late of McDonald Borough,Washington
County,Penna.
Leiters Testamentary upon the above
estate having been granted to the un-
dersigned,t notice is hereby given to'
those indebted thereto to make ilnmedi-
ate payment,and to those having claims
or demands to present them for settle-ment.
EMERSON N.LOFFERT,
R.D.4,Gladden Heights,
McDonald,Pa.15057
Joseph C.Ralston,Attorney,
118 EaRt Lincoln Avenue,
McDonald,1'8.15057 42-3t
...J
Affidavit,.'....Publicatio'n
Before me,a Notary Public,personally
appeared Andrew T.Eiler
who being duly sworn,deposes and says
that he is the authorized agent of THE
RECORD-OUTLOOK,a weekly newspaper
of general circulation,published at Mc-
Donald,County of Washington,Pennsylva-
nia,and that the notice attached hereto
was published in the regular issue of said .
paper of
Ma.rch 19,1970
March 26,1970
April 2,1970
and further that the affiant is not inter-
ested,in the subject matter of the said 'ad-
vertisement;and that all of the allegations
of this statement as to time,place,and
character of publication are true.
~-c;7&UJ
Sworn and subscribed
this_3_day of Apri 1
¥!in/],T,/oa~
/."r~tary Public.
?Me".y ommlSSlon explres,_
.lOON N.T.WI\L1\ER,JRoo NOTPiRY FlJ'2H~
Mcf'.:ONAlD BORO,WASH/,:·lGTaN C£WH',.'
MY COMMISSIO;'J EXPIRES FlfJ.2,!g"
""~>ber.Penns,1vanillAssoclatioRafN'~es
..,_Washiogton County ReporJi"
Washingtonl Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}88.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officilll1 legal periodical for said Washington County,published weekly
having its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
March 19,26,1970............................................................................................................
Estate Notices
The Register of WiHs has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay a:ld to those '
having claims or demands'to present
them for settlement to the Executors or
Administrators or their Attorneys.
• •••• • • • • • • •••• ••
LOFFERT.IDA P.•Dec'd.
Late of McDonald,Washington Coun-ty.Penna.
Executor:Emerson N.Loffert,R.D.
,2.McDonald.Pa.Attorney:Joseph C.Ralston,118 E.Lincoln Ave.,McDonald,Pa.
..........AP.E.~.~?!~.~?.9...
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the tim~place and character of the publication
are true·r:i(I "If)clr::C ;:~=:~~:..:...:~:L..!!.i~~_------.---.--__ -"-Edlto:l-~I
Sworn to and subscribed befo~me this----.-
......?.n~..~ay Of ~I?;:.~)i ~.,19 .?9.~..
.........~(j,..,~~..
Notary Public
I----,~-------------------------------------------------------1
lJu t~r l@rpl1aUB·aIourt of maB~iuBtnu Ctrnuuty
In the matter of the Audit of Account in
J
Estate olfI.:._I_d_a...;.._P_._L_o_f_f_e_r__t __....,.-1
..
TO THE AUDITING JUDGE:
..No.63-70-248 ,19__,A.A.
Enter"my
,
appearance for·_~Em~e~r~S~O~·~n!....:":~N:!.J.L.......,;L!!!o!.o:!!!!_'!!f"",f,-"e....r"_,t~,---""Ex~e",,,c...,u....t........o,-,,,r~-----
H'-~~
3 'd day of March'
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
19 71,--
No.637"70-248 ,19 ,A.A.
In re Audit of Account in Estate of
Ida j)~Loffert
AUDIT
1
Jrarripr fur ~ppraranrr
FOR
Em~~~Q1L_~.Loffert
~
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McDonald.Pa •
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Attorney
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,.PETITION SUR'AUDIT"..'".'
IN ,1'HE ORPHANS'COURT OF WASHINGTON COUNTY·.
,Tes~te Form j
Estate of.;..:~~~.::f..~...~.9.f.~~;t;~~~~:....~...~:.....~.:....::...:....:...::N''·No.63-70-248't .'0 .
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.) .~iduciary..~~!~~.~:..~.~~J~~~~.J..~~.
•;:'J .J ,Executor'..
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).,.'"~.(r,.-,•~r,• ".'.•:.r,'•i..'"N't .a If ab1Iftherehavebeenformeraccounts:filea in'this estate;list file number or number and·term O',.:RP.~~......•t r f'.'....-,*..(,•-~"f ,.•'•;.,,-•"..""~.,-'"•-i.J ~I ~,:-\'~~...of iI.~~/.l V.'•..''...-.~,
Date of'""~:"'.'. ,Date'of'':.f.
De'cedent's death..~~:b.nl~;r;'y-::.l.9..,.::1.9.1.0 .'~.~~r.~~~..'~.Gramof"Letters.:~~J.'~Jr.'.l:3.,.~.19.1.0:~~~.
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This is the .f~~~~~.~~~.J~.~~J · ··.~':acc~urlt .fileddn this,estate ,',',
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Election to take Not applicable.
Under or Against will.(cross out one)
Date Election Place of;
Filed Record ..L .
Name of surviving spouse S.poUSe...p.re.de.c.eaae.d..t.be...d.ece.de.nt.i ,..
List issue,where material:
;!.No~[-material.':'
,.'::';.
Did decedent marry after execution of will?(indicate)UX No.Any children born after execution of will?(indicate)
XIX No.If answer yes,name them No.t ~p.p.1.i~.~b..l.e.t .
.........................................................................................................................................................:••}••••-,••-••e••..•...•...••.••••
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Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Emerson N.Loffert
Vana Loffert Lamb
Loretta Loffert
Son
Daughter
Daughter-in-
law
1/2 of
residue
Specific
1/2 of
residue
Specific
Not applicable.
and
Not applicable.
Not applicable.
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
No exceptions.
)
"..If partial intestacy,give facts:Not applicable.
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph!C:Section:'6:SubdiVision c)received written notice of the filing of the account
and of 'call of audit?Yes.»XI
If any exception give cause:..lio e~~e.p.t.iO.lh .
•t 'f
File copy of Notice
and date of mailing ~l;'~.b 2.~19.7.1 :..
Is e,state subject to the filing of..a federal ~state Tax Return?NQ .
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..J~Q~.~.
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If the Will makes any portion of estate subjetfto a life-estate,give name and birth date of life tenant .
...........................................................~~.~..~pp~~.C?~~.~~~-~:.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
•f l:fI r ,NONE',;j,'][C\-Jr;"
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Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
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NONE·..,
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Balance far distribution per account,
Itemize any additional debits not shown by account:$.J?,.~??..~.~~.
NONE "',)I"'::."r-'~4 .J i.
Total additional debits (Add)
Itemize any additional credits not shown by account:
Russell Karino,Register,additional
amount of $1.00 for fi1ing~Ac~ouDt.
$'.!.90................
•-.-:1"..,1.00$.
$.J~.l~.~~.!.~~.
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Balance for distribution
..'""1_•.J)_ff~'i i f II:
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Total additional credits (Subtract):"'I '.~.
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Decedent's Will,in item Second,bequeaths a three stoned diamond ring to
her daughter,Vana Loffert Lamb.Attached hereto is an Election!To 'Take
in Kind of.s~id,yana.L9ffert Lamb,for s~id ring to be delivered to her
in kind,which should be so IMIIIB awarded.
Item Third in Jdecedent's',W~ll bequeaths a one stoned diaiDOnd ~·ring to her
daughter-in-law,Loretta Loffert.Attached hereto is an Election to Take
in Kind of Loretta Loffert for said ring.
Item Fifth of said decedent's Will awards the ba1arice"of:the residue of
her estate to her children,Emerson N.Loffert and VaJ;la.Loffert,_L~mb,share
and share alike.
The Inventory 1istsr one lot of household furniture,valued at $300.00,which
the aforesaid legatees have elected to 11K take in kind,as shown by their
Election filed her~ith.Legatees have advanced monies from their own funds
'.to pay all debts and expenses in order to prevent the liquidation of three
pieces of real estate,described in the Inventory hereto attached and valued,
1.$7,500.00;2.$4,500.00;iI 3.$8,500.00,fora total of $19,500.00•
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If Family Exemption cl~imed by Petition,give place of Record::N9.~.J~:p.pJ~.~@p.l~.,.
If F .'/E t''I'd t d't 'I t'h'db'f CI'Not a:p'plicable 'ami y xemp Ion IS c alme a'au I ,give name,re a Ions Ip an aSls or Qlm:................................•...........
List .any advancement or distribution on account that has been made,and nature and amount of same:
NONE
.Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
I to take in kind if balance is not in cosh:residuary shares being stated in proportions:
;,.,.personal
!After calculf.tioR of Transfer Inheritance Tax,~property should be awarded
:')as ~et forth)in ~he Elections to Take in Kind,and the real estate,three
parcels,as described in the Inventory,a copy of which is hereto attached,.
should be awarded,share and share alike,to the twO children,Emerson N.
Loffert and Vana Loffert Lamb,in accordance with Item Fifth of the
decedent's Will.
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly ~WOJ:.~_doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc,
..........................................................................................................'!'•
to the best of h~~_ _knowledge and belief,
................~~!.~to and subscribed before
me ,thiS,.$),~,..,....da,'y op..~;:~b.~.19-U__C 7r7 fJ.J•.-}-signatureof_Office~~_._~--~-ffertO~-----h------h-----h---
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,-SANDRA L.STEWART.NOTARY ~UBllCOfficeexpIre~~-McBON-All}-BeROOetl.•••••••••••••••••.•••••
.'"'-,,'WASHINGTON COUNTY
.-'.~.MY COMMISSION EXPIRES FEB.28.1972
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PETITION SUR AUDIT--..,
FROM WHEI!E DECEDENT LEFT A WILL
"
,Counsel of Fid.uciary will~s!Jbmit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951;being
rule No.9:paragraph b-c;and divisions-
thereof:show.n,on p<;Jges 2.3-24.
1.Written proecipes~ofjail'Counsel in the
case.'
2.Copy of order appointing Guardian ad
litem,if I?-erti~ent.. '
3.Copy of 'Order appointing Trustee'ad
litem,if pertinent.
4.Proof of service of above.
5.L~tters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with accou('1t.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.v -,
9.Signed al'")d 'itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject the,reto.
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McDonald,Pa.Attorney
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ESTATE OF
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6}-70-248No._----!2o!::1~~8-lo!!::!f'_1=..9u7~0~_
Ida P.Leffert,
deceased.
In the matter of the:__F_i_r_s_t_a_rrl__F_ina_l_·__
Account af Emerson C.RalstQn
Executor
ADJUDICATION AND DECREE
And now March So 19-11...,this matter came on for hearing,
audit and distribution at this session Qnd testimony taken;'and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$l5,258•81•and the account is accordingly conf.irmed;and it is Q~dered,
adjudged and decreed that the said balance be paid out by the Accountant In accordance With .the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per accQunt 1
AdditiQnal credit asked at audit
Balance'_
Deduct Clerk's CQsts &Receipts _
At'torney-__---',Y-lJo~~~e~pblUo...loC.....~R..al.w.~t....QJIID-----------
Russell Marino,Clerk O.C.,costs in certifying real
estate to RecQrder,
John Mazza,RecQrder,CQsts recQrding certificatiQn
Qf real estet e,
Russell Marino,Agent,transfer inheritance tax,
Contribution by the residuary legatees tQ enable
distributiQn of estate assets to be made in kind,per
electiQns filed,
Vana Loffertt'Lamb,daughter,specific bequest in kind Qf
three stQne Diamond Ring,held in kind and distributed
as such at the appraised value,credit to be taken by the
accQuntant for items advanced prior tQ distribution by
the CQurt,
Loretta Lorrert,daughter-in-law,specific bequest in
kind of Qne stone diamQnd ring,held in kind and
distribut~d as such at the appraised value,credit to
be taken by the accountant fQr item advanced priQr tQ
distributiQn by the CQurt,per eleetion filed,
1.00-
32.00
7.00-
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8.20-
942.81
5751.17
125.00
95.00
$15.258.84
$14,268.83
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$20,020.00
$19,895.00
$19,800.00
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Emerson N.Loffert,son,1/2 residue,including an
undivided 1/2 interest in household goods and furniture;
and also including an undivided 1/2 interest in parcels 0
real estate as hereinbelow described,held in kind and
distributed as Slch at the a pprai.sed value,per election
filed,9900.00
Vana Loffert Lamb,daughter,1/2 residue,including an
undivided 1/2 interest in furniture and household goods;
also including an undivided 1/2 interest in parcels
of real estate he:td in kind and distributed as such at th
appraised value"said real estate as hereinbelow describe"
per election filed"9900.00..No balance
REAL ESTATE TO BE CERTIFIF.J)TO THE RECORDER F WASHING ON
COUNTY BY THE CLERK OF THE ORPHANS I CO DIVISIO
Ida P.,Loffert,devisor"to Emerson N.Loffert,devisee of an undivi ed 1/2 inter~stJ
to Vana Lotfert Lamb..devisee of an'undivided 1/2 interest each und vided interest
being in and to all the right,titl~and ~terest of the d visor in arcels
of real estate described as,VIZ:
ALL THAT CERTAIN tract or lot of ground situate in the Bor ugh of M
Washington County,Pennsylvania,being lot numbers .177 and 178 in a
lots laid outby Mrs.Fmmcds A.O'Hara,said plan being re .orded in e
Recorder's Office of Washington County,Pennsylvania in De d Book 4,page 433,
as fo110\'l1u
BEGINNIM}AT A PIN at the corner of lot No.176 in the saiplan,on the
along
•Loffert,his
in Deed Book
Soutlntester:Qr side of East Lincoln Avenue;thence in a Sou herq d'
wife,the said Henry N.Loffert died March 16,1957..whence title de olved upon
Ida P.Loffert,decedent herein,as surviving tenant by the ent1reti •
recorded in the Recorder's Office of Washington County,Pe
Vol.722,page 122,granted and conveyed to Henr,yN•.Loffe
the dividing line between lots Nos.176 and 177 a distance of 120.0 eet to a pin
on the line of Barr Street in said Plan;thence inl an Eas erly'dire tion,along
said Barr street,a distance of 50.0 feet to a pin at the omer of ot No.179;
thence in a Northerq direction,along the dividing line b tween lot Nost 178 and
179,a distance of 120.0 feet to a pin on line of East Lin oln Avenu J Thence
in a Westerq direction"along the line of East Lincoln A
50.0 feet to the pin at the place of beginning;
BEING THE SAME property which Casemir Rocher,et ux.·by de
ALtTHAT CERTAIN lot of ground situate in the Borough of M onald"W hington
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County,Pennsylvania as follows:
BEGINNING AT A pom on the West side of Arabella street,
line between Lots Nos.383 and 384;thence in a Westerly direction at right
angles to the said line of Arabella Street and along the ividing 1
Nos.383 and 384,a distance of 120.0 feet to the Eastern line of W
Street;thence along the Eastern line of Washington Stre t,in a Ni rtherly'
direction,a distance of 50.0 feet to ~point on the divi ing line
,
Nos.381 and 382;thenco in an Easte:rl1'direction,and a right
~in~of the said Waahington.street,·a~istance of 120.0 f et to the 'Western
line of Arabella Street;thence along;the said Arabella treet,in a Southerly'
direction,a distance of 50.0 feet'·to the place of beg :
BEIm THE LarS numbered 382 and 383 in the F.A.O'Hara A dition to the
Borough of McDonald,which plan is:recorded.in.the Record r's Orfic of
Washington County,Pennsylvania in Plan Book Vol.1,page 50 and 5 ;
BEING THE SAME property wflich Camille Marie Rocher,by de d dated J nary 18,
1945,recorded in the Recorder's Office of Washington Co ty,Penns ivania,
in Deed Book Vo.687,page 108,granted and conveyed to H 1U'7 N•.La fert and Ida
P•.Loffert;the said Henry N.Loffert died March 16,195 ,whence itle devolved
upon Ida P•.Loffert,decedent herein,as surviving tenant by the en ireties;
erected thereon a 2""'5to1'.1 double fr.house.
deed dated
20,1971
,Pennsylvania
16,page 612;
by said plan;erected
CERTIFIBD TO
FRONTING 50 feet on the East side of Station Street"
of 140 feet,preserving the same width to a thirty (30)f ot alley,bounded on the
ALL THAT CERTAIN lot of ground situate itl the Borough of cDonald,ashington
County,Pennsylvania,being Lot No.91 in general plan or lots laid out by
John N•.McDonald"as an addition to the town of McDonald,bounded d described
as follows:
entireties.See also Deed Book Vol.616,page 611;
and Deed Book Vol.616 page 613.
devolved upon Ida P.Leffert,decedent herein,as surviv'
North by Lot No.92 and on the South by lot No.90 as sh
thereon is a dOl1ble frame dwelling,each containing five
BEING THE SAME property which Elma DeaCtltner Lemon,et v
March 21,1944 recorded in the Recorder's Office of Wash
in Deed Book Vol.676 page 609,granted and conveyed to He
P•.Loffert,his wife;the said Henry N•.Loffert died Mar
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
IDA P..LOFFERT,
DECEASED
)
)
)
)
)
ELECTION TO TAKE IN KIND
TO:Emerson N.Loffert,Executor of the Estate of Ida P.Loffert
.We,Vana Loffert Lamb and Emerson N.Loffert,two of
the legatees under the Last Will and Testament of the above
captioned,Ida P.Loffert,do hereby elect to take the following
distributed property in kind at its inventory value and we do
further excuse,exonerate and order the above captioned Executor
to save said personal property from liquidation:
One lot of household furniture
Witness Cll:l(t hand;and seals this 5.£1
(t'
1970 ..
$300.00 !,
day of December,
Witness:
~
~~~Emerson N.Loffert
SEAL
SEAL
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
IDA P.I LOFFERT,
DECEASED
)
)
)
)
)
ELECTION TO TAKE IN KIND
TO:Emerson N.Loffert,Executor of the Estate of Ida P.Loffert
I,Loretta Loffert,being one of the le@atees under
the Last Will and Testament of the above captioned,Ida p.
Loffert,do hereby elect to take the following distributed
property in kind at its inventory value and I do further excuse,
exonerate and order the above captioned Executor to save said
personal property from liquidation:
1970.
One,one-stoned diamond ring
Witness my hand and seal this ~day of December,
~\Titness;._f)./}/ /~~ZR--1/,.';;hIj/r/(SEAL'
Loretta Loffert ~r
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
IDA P.LOFFER T,
DECEASED
)
)
)
)
)
ELECTION TO TAKE IN KIND
TO:Emerson N.Loffert,Executor of the Estate of Ida P.Loffert
I,Vana Loffert Lamb,being one of the legatees under
the Last Will and Testament of the above captioned,Ida P.
Loffert,do hereby elect to take the following distributed
property in kind at its inventory value and I do further excuse,
exonerate and order the above captioned Executor to save said
personal property from liquidation:
One,three-stoned diamond ring
Witness my hand and seal this
1970.
$125.00
l,>--day of December,
Witness;
~rLa~1~~~/~4*;:f~(SEAL
Vana Lofferf~Lamb
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
ORPHANS I COURT DIVISION
•.J
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IN RE:
ESTATE OF
IDA P.LOFFERT,
~Deceas ed.
<>..J>-O!ZZIIIII.
ieBEFORE:
Clz:tO!
<I:~
~APPEARANCES:
0:I-O!
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..J<UCi TIME:
:J"')
:I:I::N
)
)
))No.248 of 1970
)
)
)
)
HEA RING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judg
of the said Court.
JOSEPH C.RALSTON,ESQ.,of McDonald,Pa ,
representing the Accountant.
Thursday,March 18,1971,at 10:00 o'clock
A.M.,EST.
deceased.The Executor is Emerson N.Loffert and the attorney
is Joseph C.Ralston.'As already stated,Mr;'Ralston is away an<
cannot attend this hearing.He reports that he has filed all relevar t
and proper papers in this estate,that there are no problems for
Number 248 of 1970,the estate of Ida P.Loffert,
adjudication by the Court and that they have no notice of any out-
ui~THE COURT:
0:oII.III0:
I-0::JoU
..J<Uii:...o
:e
,-,,~
standing claims.Is there anyone else in Court at this time int erei ted
in t he estate of Ida P.Loffert,deceased?
(NO RESPONSE)
THE COURT:The audit of this account is ordered closed by tte
!2
Court.
(AUDIT CLOSED)
0(z~1 hereby certify that the proceedings and evidence are contained
~z~fully and accurately in the notes taken by me on the hearing ot the abOve
~.
i~cause,and that tuts copy is a correct transcript of the saInt;.
·zxUI,,0(
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By the Court,
V·_·_·.._··_--."
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The foregoing record of the proceedings upon the hearing or theuiII:III~II:f above cause is bereby approved and directed to be fUed.IIIII:
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IN THE COURT OF COMMON PLEAS OF WASlUNGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
IDA P.LOFFERT,
DECEASED
)
)
)
)
)
No.248 of 1970
FIDUCIARY'S RlCEIPT AND RELEASE
The unders"tgned,LORETrA LOFFERT,acknowledges to have
received of Emerson N.Loffert,Executor of the Estate of Ida P.
Loffert,Deceased,a one stone diamond ring,held in kind and
distributed as such at the appraised value of $95.00 in full
payment of the amount awarded the said LORETTA LOFFERT under a
decree of the Court of Common Pleas of Washington County,
Pennsylvania,Orphans'Court Division,entered March 30,1971.
In consideration thereof,the undersigned hereby
remises,releases,quitclaims and forever discharges the said
Emerson N.Loffert,Executor,of and from all actions,accounts,
reckonings,claims and demands whatsoever arising out of the
filing of the first and final account of said Executor in the
Estate of Ida P.Loffert,Deceased.
WITNESS the following signature and seal this ~ay
of April,1971.
.SEAL
WITNESS:
...-~I
..'IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
IDA P•LOFFERT ,
DECEASED
)
)
).No.248 of 1970
)
)
FIDUCIARY'S RECEIPT AND RELEASE
The undersigned,VANA LOFFERT LAMB,acknowledges to
have received of Emerson N.Loffert,Executor of the Estate of
Ida P.Loffert,Deceased,a three stone diamond ring,held in
kind and distributed as such at the appraised value of $125.00,
and one-half of the residue of said estate,including an undividec
one-half interest in household goods and furniture and also
including an undivided one-half interest in parcels of real
estate situate in the Borough of McDonald,Washington County,
Pennsylvania,held in kind and distributed as such at the
appraised value of $9,900.00 in full payment of the amount awardee
the said VANA LOFFERT LAMB under a decree of the Court of Common
Pleas of Washington County,Pennsylvania,Orphans'Court Divisionj
entered March 30,1971.
In consideration thereof,the undersigned hereby
remises,releases,quitclaims and forever discharges the said
Emerson N.Loffert,Executor,of and from all actions,accounts,
reckonings,claims and demands whatsoever arising out of the
filing of the first and final account of said Executor in the
Estate of Ida P.Loffert,Deceased.
WITNESS the following signature and seal this Iq~day
of April,1971.
WITNESS:
.:zU:~~~.-
2(!~V4J 9f.dM cLO/1rt,~(SEAL'
VanaLoffert Lamb
•
.'.--J
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
IDA Po LOFFERT,
DECEASED
)
)
)
)
)
No.248 of 1970
FIDUCIARY'S RECEIPT AND RELEASE
The undersigned,Emerson N.Loffert,acknowledges to
have received of Emerson N.Loffert,Executor of the Estate of
Ida P.Loffert,Deceased,the one-half residue of said estate,
including anundivided one-half interest in household goods and
furniture and also including an undivided one-half interest in
parcels of real estate situate in the.Borough of McDonald,
Washington County,Pennsylvania,held 'in kind and distributed
as such at the.appr~ised value of $9,900.00 in full payment of
the amount awarded the said Emerson N.Loffert under a decree of
the Court of Common Pleas of Washington County,Pennsylvania,
Orphans'Court Division,entered March 30,1971.
In consideration thereof,the undersigned hereby
remises,releases,quitclaims and forever discharges the said
Emerson N.Loffert,Executor,of and from all actions,accounts,
reckonings,claims and demands whatsoever arising out of the
filing of the first and final account of said Executor in the
Estate of Ida P.Loffert,Deceased.
•SEAL
;
No.248 of 1970
ESTATE OF
IDA P.lDFFERT J
DECEASED
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..JOSEPH C.RALSTON
ATTORNEY AT LAW
PROFESSIONAL BUILDING
McDONALD.PENNSYLVANIA
~,,:..",,/:
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
J
.W~~~~.I.lg.~~.J:)..
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
",the InlJ.E!rit~nce..~n!i .Estate J;'ax Act of 1961.)
.........Eeeutor
and sayS
Decedent 'died ...¥.~:J?~.~~yJ?..
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be ,
mailed.
(lillY).........,19'i·?2)..·,{~eaVing a last will,copy of which is hereto attached.}
,.J9~~P1:l G~RE1.1$t:9Jl,F.:$.qj1l.,..J~?......~~fJt Lincoln~y~~~~.,
McDonald"Pennsylvania 15057
That as such e.lle.C.U.t.q.r.deponent is familiar with the affairs of said estate and the property con-
(Ex,,";'tOr,Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as a.gent or deput!of ano~er,or ~ndecedent's individual name,with right of access by another as agent
or deputy,with the exception of the'followmg:-.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
l)i ......~·•N.!:If"inn.!:l1 'R.!:In'k
t._.."rI Mrs •Ida Loffert or Mrs.1'\.::Inn
Office.McDonald.Pennsylvania Vana Lamb or Emerson son of dec eden
Loffert
That the contents of said safe deposit box or boxes are itemized under Schedules ~l\~__of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A.attached hereto and made part hereof sets.forth fullv and in"detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situat~d owned by the decedent at the time of death;all moneys left b.~.,ttie"d¥cede~t
at the time of death,whether in decedent's immediate possession,standing to decedent'l!!:~·cr~dit.:lnbanks
,..If "\......"..'"'.of deposit,savings banks,trust companies,or other institutions,whether individually,?!:(,IJ..trust··for
any other person or persons giving also separately the accrued interest thereon,if any,~}l61Y41 to the last
interest"day prior to decedent's death in 'the case of savings banks,and to the date ?fm~'liadent'~s death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-,'.,'~debtedness -of the'Uni ted States tt>tht:!decedent;all obligations,whether by statute;,or,agreeme,nt they
are designated as tax free,of the United States,or any state,or political SUbdivisi1n~thereof,or of
.I"r"¥,....any foreign country,which are 'owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,.household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the
proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrlll:!d ltltet'est thel'lHU1 ttl th@ dat@ of dece-
dent's death and other investment securities owned by the decedent at the tim.or death,with the market
value thereof at such time.
"
....,.-
In the cas~of securities of close or family corporations,the values reported are as far as
possible substb.ntiated by flnancial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of'such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of t~e business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein mus t be submitted.It should also set forth in itemized form,together wi th the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.'..
t-\
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The Schedule C attached hereto and made part hereof sets forthta trtie a.nswe~'to ~ach inquiry
contained therein and in the case of transfers ofproperty,real or personal,within ,two ,years.or Aecedent's
death,in contemplation of decedent's death,or intendef to take effect in possessionor'e~j~ymentat or
after death,said schedule.sets forth the nature and value of such property,to wpom tr'ans!erred,the
relationship ~f the transferees to the decedent~the proportionate share received by each'transferee and
all other facts of a pertinent nature regarding said transfers.:in the lca.se.of tran~fers intended to
take effect in possession or enjoyment at or afte.r death,there is also attached to the scheQ1l1e:aCQIlY
of the deed,trust agreement or other instrument creating the trust.Ther.~1s also set forth in said,\""."schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either i~dividually,or jointly with another,or any power of appoint-
ment vested in de6edent',leither indivldUtJ-lly ;or ~ointJ.y,r,by~h~wq;L"d~~q,or other instrument of another,
with a copy of the ins trument creating such:power!at~acp~d to tQe sche~ule.
,....,'.'.~.'l
That Schedule D attached hereto and made part hereof sets'forth the names and addresses of all
persons beneflcially interested in this estate at the time 'of decedent's d&ti'i;:,the'nature of·their res-
pective interests,their relatio~ship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also,
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,arid the relationship of such issue to the beneficiary.
!.1,I
.'..1 ..'
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned 2Y.the decedent jointly with another o~others,including intangible,standing i~the name
of the dec~d~~t and..~ttiers,-piusfJl~.date and place uf r'ecord of-instr-uments ,effecting:,the-.ve.stiture of
.real'esta\'e land 'the ~dd~~'of:(a:cqui:sitiJrtfof "p~rsonal:ty,plu:S ;;tlne name,~.1iWire·ssraJ1~:.t.:·e~a,~io?~hiP1i\ji;f-j a,ny,.'.p...1'''')h '.()r'C",.fL .'",...."... ...',.... . • .",:c.ofco-(jwner5'··t:dthe·deceden{;.'·..·~·i,·,c ',1,..,t,','.I.\.'-~.1.l)i.{..I.'':U·:ll,~:)~..,':,
That Schedule F attached hereto ~ld maqe a part hereof sets forth fully and in detail all debts
and deductions claimed for,and on.behalf of this decedent's estate,including'funeral expenses paid;
family exemption,where appl.icallle;costs'of administration of this estate;counsel fees and fudiciary's
commissions'paid or to be.paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the·decedent;debts and claims owing and Imp~id at time of,.
death;taxes accrued chargeable for period prior to decedent's death (except .those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduci·ary will present proof of said claimed obligations upon re-
quest,that if the amount actu'ally paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,.
have been carried forward and properly regi.stered in the Summary.
·Su.bseribed and sworn to before me this .
...........:L.8:]£~~~.·.~daY of 19 >0·~..?S~.
...~,L.......~..,-P'.~~ji.;::~1~4~4:.~.:tgh~.~.
SANDRH:.,STEWART.NOTARY PUBliC (Street Number).~;'.McDONALD BOROUGH M D 1d Pl·15057.'"WASHINGTON COUNTY c:.9.~.~.J ~Q!H~.Y :v.~.9.~~..
MY COMMISSIGN EXPIRES FEB.28,1972(City or Town and St4te~
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details prthe word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co:"'partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Strnmary"has been properly completed as above-directed.
,
~CC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
l'RANSFER INHERITANCE TAX
RESIDENT DECEDENT
:-~,,SCHEDULE IIA"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property hl:'ld by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo['lwealth of Pennsylvania should be
described by lot and block number,~treet and street number,together with
a general description of the property,with a reference to the record of the
conveyance by whi ch the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1 )(2)(3)I
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not wr Ite
DEATH In this space)
ALL that certain tract or lot of ground
situate in the Borough of McDonald,Washington
County,Pennsylvania,being lot numbers 177
and 178 in a plan of lots laid out by Mrs.
Francis A.O'Hara,said plan being recorded
in the Recorder's Office of Washington County,
Pennsylvania in Deed Book,4,page 433,as
follows:
BEGINNING at a pin at the corner of lot
No.176 in the said plan,on the Southwesterl~
side of East Lincoln Avenue;thence in a
Southerly direction,along the dividing line
between lots Nos.176 and 177,a distance
of 120.0 feet to a pin on the line of Barr
Street in said PlaQ;thence in an Easterly
direction,along said Barr Street,a distance
of 50.0 feet to a pin at the corner of lot No.
179;thence in a Northerly direction,along
the dividing line between lots Nos.178 and
179,a distance of l20~0 feet to a pin on line
of East Lincoln Avenue;thence in a westerly
direction,along the line of East Lincoln
Avenue,a distance of 50.0 feet to the 'pin at
the place of beginning;
BEING the same property which Cas emir
Rocher,et ux,by deed dated January 27,1947,r-'
recorded in the Recorder's Office of Washing-
ton County,Pennsylvania in Deed Book Volume .
722,page 122,granted and conveyed to Henry ~
N.Loffert and Ida P.Loffert,his wife;the fl q 0
said Henry N.Loffert died March 16,1957,~~;ro
whence title devolved upon Ida P.Loffert,rrf(J fj
decedent herein,as·surviving tenant by the
entireties.Valuation 7,500.00
ALL that certain lot of ground situate in
the Borough of McDonald,Washington County,
Pennsylvania,as follows:
BEGINNING at a point on the West side of
Arabella Street,at the dividing line between
Lots Nos.383 and 384;thence in a westerly
direction,at right angles to the said line of
Arabella Street and along.the dividing line
of Lots Nos.383 and 384,a distance of 120.0
feet to the Eastern line of XIX Washington
Street;thence along the Eastern line of
Washington Street,in a Northerly direction,
a distance of 50.0 feet to a po~nt OD the
dividing line of Lots Nos.381 and 382;thence
Insert this total opposite II real property",Schedule IIA"in the X X X X X
liAs Reported"column on the last page of this return.
~CC-34 (1-64)
~OMMONWEALTH OF PENNSYLVANIA
DEPAR'rMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
"FRANSFER INHERITANCE TAX
RESIDENT DECEpENT
SCHEDULE "A"
REAL PROPERTY
-------~
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property hdd by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo!"wealth of Pennsylvania should be
described by lot and block number,street and street number,together with
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "Fit and must not be deducted from this schedule.
(1 )(2)(3)/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH in this space)
in an Easterly direction,and at right angles
to a line of the said Washington Street,a
distance of 120.0 feet to the Western line of
Arabella Street;thence along the said
Arabella Street,in a southerly direction,a
distance of 50.0 feet to the place of beginni~~;
BEING the lots numbered 382 and 383 in th~
F.A.O'Hara Addition to the Borough of
McDonald,which plan is recorded in the
Recorder's Office of Washington County,
Pennsylvania in Plan Book Volume 1,pages 50
and 51;
BEING the same property which Camille
Marie Rocher,by deed dated January 18,1945,
recorded in the Recorder's Office of Washington
County,Pennsylvania in Deed Book Volume 687,
page 108,granted and conveyed to Henry N..
Loffert and Ida P'.Loffert;the said Henry N.
Loffert died March 16,1957,whence title
devolved upon Ida P.L9ffert,decedent herein,
as surviving ten~nt by the entireties;erectec
thereon is a 2-story double frame house.
Valuation
ALL that certain lot of ground situate ir
the Borough of McDonald,Washington County,
Pennsylvania being Lot No.91 in general plan
of lots laid out by John N.McDonald,as an
addition to the town of McDonald,as follows:
FRONTING fifty (50)feet on the East
side of Station Street,and extending back a
distance of 140 feet,preserving the same
width to a thirty (30)feet alley,bounded
on the North by Lot No.92 and on the South
by Lot No.90,as shown in said plan;erected
thereon is a double frame dwelling each
containing five rooms and bath.
BEING the same property which E1ma
Descutner Lemon,et vir,et al,by deed dated
March 21,1944,recorded in the Recorder's
Office of Washington County,Pennsylvania in
Deed Book Volume 676,page 609,granted and
conveyed to Henry N.Loffert and Ida P.I
Loffert,his wife;the said Henry N.Loffert I ,
died March 16,1957,whence title devolved ~~\t7
upon Ida P.Loffert,decedent herein,as ~\
surviving tenant by the entireties.See also
Deed Book Volume 676,pages 611,612 and 613.
Valuation
Insert thi s total opposi te "real property",Schedule"A"in the X X X X X
"As Reported"column on the last page of this return.
1-rj
$8,500.00
$20,500.00
I I ,;..,..I
RGC"35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.'
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
ESTIMATED
MARKEr VALUE.Item
No.
1
2
3
ITEM
List and describe fully
One lot of household furniture
One,three-stoned diamond ring
One,one-stoned diamond ring
UNIT
VALUE
I
$300.00
125.00
95.00
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x x $520.00
RCC-'3D
J 1 I.
,cO\mO~'\T<:\LTH OF PFNN SYLVANI A.
T1UNSFER INHERITANCE TAX
~SSIDE~T DECEDENT
SCHEDULE "c"
TR.AN SFEllS
(1)Dicl clecedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did clececlent,within two years of death,transfer property from himself to himself and another or
others (inclucling a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:Not applicable.
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)No .
(b)The right to clesignate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No .
(6)If the 'answer'to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others Not applicable.
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o~_
(8)Did clecedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserverl power to alter,amend,or revoke,or which could revert to clecedent under terms
of transfer or by operation of ,law?(Answer yes or no)~N~O~__
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)Not applicable.
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
I
1I
I
I
I
DESCRIPTION
NONE
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
$00.00
CCM'h)~WF;\LTH OF PENNSYLVANIA
,rl\\\SI'Flt rXHEHITANCE TAX
llFSInENT DECEDENT
• •-r_
SCHEDULE "E"
JOINTLY OWNED PROPERTY
nsrRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly
\''wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-o-wners to
the decedent.
Description of P~operty,Date ofAcquiSit-ion,-Name!unit perce~t~g~-'-'-E;tate
Address and Relationship of Co-Owners,and Place ;Value Share Valuation
of Record of Instrument,where Real Estate.1 !___.. ..__.-L _
DEPARTIlENT VALUATION
CAUTION-Do not Write
In This Space.---Value of Value of
Entire Decedent's
Savings Account in the Pittsburgh I
National Bank,McDonald Office,in the
names of Ida P.Loffert or Emerson N.i
Loffert,value as of date of death,~#
$4,797.47,decedent's interest,.-,Ir..f~~I"l
Savings Account in the Union National
Bank,McDonald Office in the names of '
Ida P.Loffert or Vana Loffert Lamb,
value as of date of death,~3,069.47,
decedent's interest,...,&e-I1l1lJry f
Savings Account in the Lincoln Savings
Bank,Carnegie Office,in the name<of I
Ida P.Loffert,in Trust for Emerson
N.Loffert and Vana Loffert Lamb,
value as of date of death,
tIl~~e-1//10 -FSo/?,'
~e,oJ'/jtJdS (JoO
$8,720.6
Property Interest
I- I
i
Insert
in the
I!i
I
I
I
I I
!
I
_________---'------'--_--'--1 ---r----i __
this total opposite "Jointly Owned Prope'rty",SChedule$'f,?654 1'"JI
"As Reported"colWlID on the last page of this return.-,•'L-~~_
•1.,..
~CC-37 (12-63)"_
C'Ol\lI\1UN\rEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
II.__...
SCHEDULE "0"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesotallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or othe~'are.involved,set STATE YES IN ESTATE
wise,in estate).-,c forth this.fact.)I OR NO B~RTH -(
Emerson N.Loffert,R.D.
fF4.Gladd~n Re';~ht~'''''-....-'11 i
Pennsylvania 15057 Son Yes ,:One-half of residue-
Vana Loffert:Lamb 7
Clearview Drive~Pittsbur£h.Snecific and one-
Pennsylvania 15205 D •--Y~g half of residue
Loretta Loffert,R.D.414,
Gladden Heights.McDonald~-
Pennsylvania 15057 ~aughter-in-lc::w Yes ISnecific
.-
r
0
I
>".
"
J
...,..
I
-
------
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
No exceptions~.L-'--+--+._
----t----+--------t---t----
f')--~)---
.~
'-"lI
Deceased
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
:c..t-3 "'tj ::tl
:0 ~~25
:....~~......:::S .....,::s "'tj
:e-t ~e..8
:....Vl "0
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:(1):t1:e-t~
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~Vl....I»....('I)
(Executor-Administrator
must complete "As
Reported"column #1.)
"
~l
Year .
P.Il THE
t No.
lel8,:P1!'LQ.f.f.E!.r..~.
Will
Administration
~
V~)/
~>:~
'"/(
Late of l1~PQJ:1l!11cl.:5Q:J;QlJgn.
County of .Washington
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.J.
c
....-
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Joseph C.Ralston
Atto'ge~O~fo.Bw1HSVA\McDg1jt"~:p 3OP~.L SIv::1 tl
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAUOF COUNTY COLLECTIONS
INH'ERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
EMMERSONN.LOFFERT
IN YOUR REPLY PLEA8E
RIFlER TO
J
In Re:Estate of =I=-D::.::A---=-P-=-.-=L.=.O=-F=-FE==.:R~T__--
____w_A....:s....:m~I:.:.N....:G....:T..;.O.;:..N County -File No.63-70-248
Dear Mr.Loffert:
You are hereby notified that the Qriginal
appraisement in the estate of Ida P.LQffert
has been filed in'the office of the Register of Wills qf Washington
County on August 24 ,19..10.Said appraisement reflects the
following valuations:
Re al Estate _--,-_~2~Oo!..,--.:5~0!::.0X-L'~O~O~_
Personal Property ~5~2~Qu,~O~O~__
Transfers -----------------------
Tota1 ----"'2....1..",.s.QL<2~O>L.&...Ot../.-uO:....-_
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (5%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e __.£lAu.u~gu~sut<....--<!2!!.:4~'J--lL..9,,-7~01oL-_Si~ned (2}£.~;b-~
Title W.R,CHANEY,CHI APPRAISER
DATE OF DEATH:February 19,1970
Note:This is not a bill.
ReC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of LOFFERT,
(Last Name)
IDA
(First Name)
P.
(Initial)
DATE OF DEATH_2_-1_9_-_7_0_FILE NO.63-70-248
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in dules "A","B","C",and "E".
Dated:..loo!8~-"",2L:::14:.=-~7..!ojOl..-_
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items Where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--2n snn nn
520 00
21.020 00
$2nl\nn nn
.c;20 00
21 020 00
VALUE AS REPORTED VALUE AS APPRAISED
$
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities .......•...........$t=t=t=ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY
Tax on $-----------i--_~-'-'1ll".
Tax on $-----------I--0JP~6%)'
Tax on $5%
Thx~$lK
Tax on $15%
Exemptions *
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$-------.-'-4---$~-----o
$--------'--+--
$-------+--
$-------+--
$L--_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::.::::::t==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%fro~
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $--------jL-
Estate tax paid $--Jl-
BALANCE DUE $---_~I ____
Add interest at rate of 6%from
------tto-----$--------It=TOTAL TAX BALANCE $-----~,PAID $...J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will f...No.AdminIstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
IDA P.LOFFERT
Deceased
'Late of ..McDONALD
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,"
~~--
Fonn RCC-2.
COMMONWEALTH PENNSYLVANIA DATE ...................A.uguS.t......2.4..,......1970........:.OF
DEPARTMENT OF REV~Uil!:~.RESIDENT INHERITANCE TAX ...........................W~.~..b.i..n.g~.Q.n ...................)C~U~Yf$UREAU OF COUNTY COLLECTIONS APPRAISEMENT .
HARRISBURG.PENNA.17127 FILE NO........................§..~.:..?Q.:.?..4..~..............................
Whereas,...........................J4..~......r...!......~.Q.f..f..~.r.t................................................................late of ..........................M.c.D.o.nald...................................................
in the County of .........................W~.~.b..i.ng.t..Q.n .....................................................................Commonwealth of Pennsylvania,having died on
the ................................1.9......t..h............................................day of .............F.e.b..ra.a.r.y...............................19...7.0..,sei.zed and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,............................W.~.~.~......9..~~.~~.y............................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
REALTY:
See r.nnv nf S .1-..J .,P-"Afl A.~+~,..l..u~~1"n ~nn....~;20 .ci00 100
A A
PERSONALTY:
See CODY of Schedule "B"attached tn annT'~;~.C;20 100
~•,
..~
.~
I Total -~21.020 00
~,.•...
..i
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.2•...,,.-
~..-,..
'.
:--.,
form~v~fhbl:~::I:h;,w<>rll~~~~'~:;o~er~~~~~o.v.e57:..dei!~.
2;Zj··········L:··7··································........................•=:............a..?l····7'::';"',Penna.
...w.t\8.aJ:NQ'I'9N .......
,-County .-v
'+J.
1
f ':
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...~...IDA....P.•.LOF.FERT....
Deceased.
..~.,,
Late of
McDONAJ.D ..
Date of Death,¥~:l?:r.~.~.IT Jjt'.J.9..7..9..
Appraisement Docket Vol.,J .
Page,.....~~..:..§:....No ..J?J..~.7..9.::::.7..4.~.
Filed in Register's O[fice,..,A.,Qgq§t......Z.419 ..7.Q
Amount of tax due,VJ.·.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal ft-om Appraisement,..
Entered and charged,.
,..'.
AND AGENT OF THE COMMONWEALTH
J..
Form RCe·lf'
OFFICE OF THE
REGISTER OF WILLS
OF Washington COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
'"'SUM OF .....•...•••.'f1e~/'f(
OAQ,i1iNJ;}:1:Z'
Roo'"''..w",.,,~.1pJI..~...
ESTATE OF ---:I:;...;;da;;.;;;;,......;:;P-:;.~Lo;.;;....;:;f...;:;f...;:;e~r..;;;.t LATE OF McDonald Borough,Washington Co.,Pa.
DATE OF FILING APPRAISEMENT -----------DAn OF DEATH FebruarJ 19.1970
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIi"
l~7U
Apr.3 R02ers Funeral Home Funeral eapense 1.495 00
Sent.Joseph C.Ralston.Esq.Attorney's fee 1,051 00 -
S~n~Emerson N•Loffert,Executor Executor's fee 1,051 00-
Anr.3 Robinson Run Cemetery Onenin2.2.rave 75 00 -
Anr.4 Kurtz Monument Company Grave stone 125 00
.Mar.3 I'R AU'yo ...Honorarium 10 00
2/17 ·4/2 Nursing care of decedent 582 00
Februarv.March &April uti]ities 161 21
Mar.4 Dr.James Husdtev Medical bill 34 00
1969 nrooertv taxes 588 08
Apr.29 Russell Marino.A2ent Inheritance Tax Daid on
Pittsburgh Nat'l joint ac ~.{273 48)
I
ADr.29 Russell Marino.A2.ent Inheritance Tax paid on I
Union Nat'l joint acc.674 ~19~-Apr.29 Russell Marino,Agent IX Inh.eritance Tax paid OD
Lincoln Savings Trust Ac ~.(497 O~
Mar.~:713 Russell Marino,qu RegistE ~Letters Testamentary 11 50
MAY"1'.\Guv Roaers Trip to McDonald 15 00
Mar.13 Washington County Reports AdVertising Letters 14 00
Anri"6 The Record-Outlook Advertisin2.Letters 8 50
I
1st ~
.I
MA'U'C'L.StErWart.Notarv Hotarv fees 3 00 I
"'IMav25RussellMarino.Re2.ister FiliD2.Inventorv and
balance on Letters 15 00
Sept Sandra L.Stewart ..Notarv Notarv fees 2 00
Sent Russell ~iDo,Register Filing Account 17 00
'JI lL""7~A //")/~.1(1/d/-J.LflA -A~4J "'7 00
COMMONWEALTH OF PENNSYLVANIA
}S.:
~.~(tt::-I C;~I'W
COUNTY OF Washington
I,Emerson H.Loffert HEREBY CERTIFY,THAT.TO THE BEaT OF
liliY I<NOWL!OGE ANO BELIEF,TH!FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSI!;S 0.-
ACMINISTRATION SUBMITTED TO THE ESTATE OF Ida P.LQffert DECEASED,AS DEDUCTIONlO FOR
INHERITANCE TAll PURPOSES.~72~swO~SUBSCRIBED BEFORE ME THIS I~DAY~.(L.5.)
__.,A -•III
J
#
L "t/}:;.A ---::;(.-t:r;,.J-J ,.,·v .....,.."~...-.
SANDRA l.STEWART,NOTARY PUBUC
McDONALD BOROUGH
W~SHjNGTON COUNTY
MY COMMISSIGN EXPIRES FEB.23,1972
.-
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Fonn RCC-2
,DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~!.~.'~.~??..........J
COUNTy1~A.~.I.:IINQ.r..9.~.
FILE NO 6.3..~.7..Q.~.2.4.8 .
IDA P.LOFFERT,aka etc.McDonaldWhereas,late of .
in the County of ~y.~~~.!.~~.~.~~Commonwealth of Pennsylvania,having died on
19th February 70 .the day of 19 ,seIzed and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.~R..~G.B.A.~x.,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after I
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer I
inheritance taxes at the lawful collateral rate on any such future interest.I
Unit Appraisement
Description of Asset Values Made for Inherllance
Tax Purposes
$
JT.HELD PERS.:I
-
Jt Bank Acct.#20763 held in the PITTSBURGH NATIO NAL
BANK.McDONALD OFFICE,McDONALD,PA.,in the names of
~ms.IDA P.LOFFERT or E~mRSON N.LOFFERT.Opened 9-13-5 17
Balance as of date of death,$9,594.93 One-half taxable 4 79'47,
Jt.Bank Acct.#1-0-6740 Held in the LINCOLN SAVINC S &
CARNEGIE,PA.,in the names of IDA DeVO~,
LOAN ASSN,
LOFFERT TRUST FOR E~ffiRSON LOFFERT AND VANA LOFFERT I ~MB.
Opened 1-12-59.Balance as of date of death,$8,72(.69 8,720 69
I
Bank Acct.#73-009472-9 held in the UNION NATIOl AL IJt.
IBANKOFPITTSBURGH,PITTSBURGH,PA.,in the names 0
IDA P.EOFFERT or VANA LOFFERT LAMB.Opened 9-13-5 .
Balance as of date of death,$6,138.94 One-half tc xable 3,069 47
I
I
I
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in ~ct
formity with law on this .l.s.t........day of M~y ,.....19....
Appraiser
...............................................................,Penna.
(Post OftIce)
Dii i u;f .RESIDENT INHERITANCE TAX APPRAISEMENT
r-'I ~f"~"J-f"r -II"_.!J
'7/rlMI ?n
lvASHINGTON County
Estate ofI~USSLL:',.f ,i n "U 0..~",.•!\it
REGISTEll.OF WILLS
WAS H!N(;TON CO.•PA,JPA P ·~9:tr:r.:I!;~!'...~~.~...~~.'?..~.
Deceased.
Late of
McDONALD
Date of Death,F.ebruary 19.,1970
Appraisemellt Docket Vol.,~.~.
Page,No 6.3.~7.0.~.2..4.8..
Filed in Register's OfJice,5.~1~.19 7.'O'
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,.
Appeal f"om Appraisement,:.
Entered and charged,..
Form RCC-2
•DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTR~OF PENNSYLVANIA,.,~
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE u.M~y p',1970 j
COUNTY ~~t.\~!!!~~.!2.N .
FILE NO•.................6.3-.7.0-.248 .
........
IDA DeVOS LOFFERT McDONALDWhereas,late of .
in the County of ,WA.$H,J..NGT.'O.N Commonwealth of Pennsylvania,having died on
the J.~.~.h day of F.eb.ruary 19..70..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore I W.R CHANEY d 1 •t d d't 1,,..................................•.......Il.....•...................................................,an appraIser u y appom e accor mg 0 aw,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Oescr!ptlon of Asset Values Made for Inheritance
Tax Purposes
$
JT.HET.n PF.R~.
Jt.Bank Acct.#1-0-6740 held in the LINCOLN SAVIN ~s F-f
LOAN ASSN,CARNEGIE.PENNSYLVANIA in t:'hP -t'\of'TnA n •'tT1"\C'T
~-....v .......n ...~.~~FOR EMERSON LOEFFERT AND VANA LOEFFERT LAl.ffi Onpnpn 1 .1 ,.c:o..
Balance as of date of death.$8 720 hq n ...,.,,.,,.,."
u,I ~v U::7
.
-
form~~:':fhbl:~~:I:h~wC>Tlla:~di~gtola=,~a~o~er~bY~e~~~that~:~above a ~rais;;t~s~~~o;~
.......................u·.........·....................u.......u ......·..Vu ........uu.........................-r/....Apprai8er
..,..................................................•......•...••..•...",•...••.....,.•.••............................................................
(N'umber and Street)
..........··························..····..··W'ASHlm'5trmi ......................................,Penna.
WASHl.NG'r.QN County
'
''··'l r-rt-I .'.1I .'•.r...L,J
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
IDA .D.eIOS..LOFFERT .
Deceased.
Late of
McDONALD
Date of Death,F.e..p...:r.U~:r.y lQ.,J..9.70
Appraisement Docket Vol.,~.e.,
Page,?~.':?.No §}.-:::.?.Q:..~.4.~.
Filed in Register's Office,~:'::'§.~19 .7.0
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra-isement,.
Appeal f,.om Appraisement,..
Entered and charged,..
'71 HAR 30 P'i 3 /6
Russr~.!_~.;/,~'.rt~o
nEG 1ST EF;(]F Vi ILL S
WASIIINGTON CO.,P,.AI.
(